Seeking Alpha

hahaha48

hahaha48
Send Message
View as an RSS Feed
View hahaha48's Comments BY TICKER:
Latest  |  Highest rated
  • Apple (AAPL -2.1%) roundup: 1) As Verizon's Q1 iPhone sales get dissected, critics are noting the 35% Q/Q drop in sales from Q4 is bigger than the 24% drop seen last year. Others think Verizon's remarks about wanting to lower subsidies bodes poorly, though Apple has more leverage here than most Android OEMs. 2) Digitimes reports Apple recently stopped placing Mac component orders to digest inventories, and (in a break from convention) hasn't provided a Q2 shipment forecast. 3) The latest from the iRumor mill: A picture said to show the low-cost iPhone's plastic case, and a report the 5th-gen iPad will be 25% lighter and 15% thinner[View news story]
    I am sticking to my prediction I made 3 months ago that AAPL will have problem meeting projections in revenue and earning in Jan through March quarter and will have even worst problems for the April to June quarter. (no new release iPhone and S4 release end of April)
    If AAPL release a good iPhone 5s and start shipping in July or August then the July to Sept quarter may be OK.
    Apr 18, 2013. 01:45 PM | 2 Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    How about apple's policy of repair in China?
    How about all the prono that apple sells in china?
    That is criminal also
    Apr 18, 2013. 12:23 PM | Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    you are wrong and he is correct
    the trend in asia is more Samsung and less apple
    most people in asia who want an iphone at the top pricing already have bought one in the US. My brother in law use to carry 3 to 5 iphones back to asia every 3 months. He has not done that in a year
    Apr 18, 2013. 07:15 AM | Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    even the ipad now is having problem competing in China.
    The ipad mini has about a 75% market share right now and will go down every month.
    You can buy a pad that has better hardware spec than the ipad mini for about 60% of the price. This eventually will reduce the ipad market share greatly.
    Remember the apple "egosystem" is not that useful in China and apple has to compete on performance and price.
    Apr 18, 2013. 12:42 AM | Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    I just come back from China and Hong Kong this week
    I have some very bad news for Apple
    90% of the people there will go with a new smartphone that is 5 inches
    If the iphone 5s is the same size as the iPhone 5 Apple can just forget the China market
    Apr 18, 2013. 12:31 AM | Likes Like |Link to Comment
  • BlackBerry: Z10 Margins Are Higher Than You Think [View article]
    I do know bench mark on the z10 is very bad when the app is cpu or display heavy. One bench mark show it is twice as slow as the iPhone 5 which is already 6 months old
    Apr 16, 2013. 09:13 AM | 1 Like Like |Link to Comment
  • BlackBerry: Z10 Margins Are Higher Than You Think [View article]
    He said one company bought 1 million z10 a few months ago.
    The we found out BB shipped 1 million z10 last quarter and sold 700,000. That to me is about as credible as a use car saleman. You cannot say he lie but his intention is sure not holy.
    Apr 16, 2013. 09:08 AM | 1 Like Like |Link to Comment
  • BlackBerry: Z10 Margins Are Higher Than You Think [View article]
    lets wait until BB sells at least as many smart phones in a quarter as last year before we talk about the future.
    Currently they are still selling less smartphones than last year when the market is still growing above 20% a year worldwide.
    We will find out in the next 3 month after the q10 hits the market.
    BB must grow its unit sale 3 months from now to have any chance for the future.
    Apr 16, 2013. 09:04 AM | 1 Like Like |Link to Comment
  • BlackBerry: Z10 Margins Are Higher Than You Think [View article]
    how about give us some numbers and not just descriptions.
    After the company said they have sold 1 million z10 to one company and then found out they only ship 1 million last quarter and sold 700,000 is not what I expect as "truth".
    Apr 16, 2013. 08:59 AM | 1 Like Like |Link to Comment
  • Apple Should Pay Its Tax Bill [View article]
    sharing photos via the web is for people for just take pictures for fun.
    A raw file for one picture is somewhere between 4 to 15 meg and we take easily one thousand pictures a day. Just sharing one hundred picture a day cannot be done via the web
    Apr 16, 2013. 08:51 AM | Likes Like |Link to Comment
  • Apple Should Pay Its Tax Bill [View article]
    I just return from Hong ong yesterday.
    We were unable to buy a simm card for the iPhone5 that is sold without subscription. We can buy one for the iPhone 4 iPhone 4s and all other smartphones.
    So far I have not know of anyone who is all Apples.
    Even my son have to use windows on his Mac to run excel for his work.
    Apr 16, 2013. 08:47 AM | Likes Like |Link to Comment
  • "Facebook Home (FB) is a play for the international market," argues AllThingsD's Mike Isaac, making the case the UI's poorly-received U.S. launch - 3 days in, Home still has a rating of 2.3/5 stars on Google Play - is less important than its reception in emerging markets where the smartphone will be the primary means of accessing the Web for many users (and where Facebook has has plenty of mobile-only users). In these places, Home's integrated messaging services (with VoIP services perhaps in the cards) could prove crucial to competing against upstarts such as WhatsApp. [View news story]
    This is really a stretch.
    Facebook is not even in China
    Apr 16, 2013. 05:22 AM | 1 Like Like |Link to Comment
  • Apple Should Pay Its Tax Bill [View article]
    It is very easy for a company like apple to reduce its US tax liability to as low as it wants.
    One very easy way is to set up a company in Ireland with about 12% corporate income tax. Let that company buy the product from where the product is build at about 10% over the manufacturing cost. Then sell the product out of Ireland. Pay Ireland the corporate income tax and the US will get nothing in income tax.
    You can do better by negotiating with some local government to get no income tax for 10 to 15 years.
    The only problem left is that "cash" may not be move easily. Some country also has restriction on how that "profit" can be used (or restrictions on moving it out of the country without further investment) You really need to know more about exactly where apple has its money and what restriction it has to face other than just bring it back to the US and pay tax.
    If income tax is the only issue apple also can buy some US companies that has a lot of "income tax credits from losses" that is carry over from previous years.
    All I am saying is that only Apple knows all the details and I believe they are in a better position to know what is best. Apple can obviously borrow money at a very low interest rate and do stock buy backs or dividends independent of what they hold in cash oversea.
    Apr 16, 2013. 04:41 AM | Likes Like |Link to Comment
  • Apple Should Pay Its Tax Bill [View article]
    apple now have no time to worry about the cash oversea.
    It has to worry about only one thing.
    How to stand its ground in the smart phone business.
    If apple do not have a top of the line phone that is 5 inches or bigger by Christmas it will be games over.
    I just return from Asia and I saw with my own eye that 90% of those I met with a top of the line smartphone will not buy the next one that is less than 5 inches.
    Also people are sick and tired of Apples ridiculous approach to have everything their own "size" and format. We just found out you cannot buy a simm card to use the iPhone 5 in Hong Kong because apple has a smaller simm card slot that is not the standard in the industry. All our iPhone 5 that is bought in the US are useless in Hong Kong. Not only that. the fact you have to carry two different cables for the newer and older versions of the iPhone and iPad is also becoming an issue. I am also very angry when I cannot access my wife's iPhone 5 photos using my standard new ultrabook. I can see the disk and an empty folder. My group is very upset for the simple fact that we were unable to exchange photo files between iPhone, all other smartphones, ipad, and laptops. This is 1989 all over again for apple if they are not careful. Very few people will go all Apples. If they don't then they may think about no apple at all in the next 2 years.
    Apr 16, 2013. 04:13 AM | Likes Like |Link to Comment
  • BlackBerry: Letting You In On A Secret [View article]
    except the hardware business of pc for IBM at that time was very small compare with other business and profit is even less.
    IBM was a market leader in IT services even in 2005
    Apr 14, 2013. 07:42 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,187 Comments
1,387 Likes